Planning
Tasks in Moment allow you to plan your work within a project in easily manageable parts. By creating a task you can reserve and plan you own or your co-workers time. By going to Tasks > Planning you will see an overview of available tasks on the right side, and on the left side you will see a list of co-workers and their weekly schedule. You can then choose a task from the right side and drag it towards the day in which you want them to start working with the task. You will then get an option to choose the amount of hours allocated to the co-worker and the frequency. In this case we choose to allocate from a date to another.
The co-workers can see the hours allocations you have given them in their own calendars in Moment. They can see their calendar in My Pages > Tasks > Calendar
In the screenshot above you will see the task allocation for each day, one hour has been allocated.
The co-worker can now register hours directly from their calendar if they want to:
These hours will update the co-workers timesheet also.
Going back to the project plan you will be able to see that the three hours logged by the co-worker actually have updated the status of the tasks progression:
How do tasks work with the reservations and the project plan?
If you go to Setup > Settings > General > Tasks you will see these options:
By enabling this, you will allow for the hours allocated while you plan with your tasks (see description in the section above) to update the project plan, and hence also reservations.
Last updated